Financial Services Guide
This Financial Services Guide is to help you decide if you want to use any of the financial services we offer.
Our Financial Services Guide is made up of 2 parts and contains information about:
- Wealth Today Pty Ltd, the company which authorises us to provide our services
- Who we are
- Our services and the process we follow to give you quality financial planning advice
- What to do if you are unhappy with the services you receive from us, and how to complain
- How we are paid
- Our relationships that could influence the advice we give you
Click to download our Financial Service Guide (Part 1)
Click to download our Adviser Profile (Part 2)
Our Privacy Policy details how we collect, securely store and use your personal information.
Click to view our Privacy Policy